Browse the world's most comprehensive database of hedge fund investor letters, sorted by recent quarter. Access primary source research from leading institutional managers.
Browse the world's most comprehensive archive of hedge fund manager letters. Access primary source research from leading institutional managers, sorted by reporting period.
Polen Global Growth underperformed a narrow, cyclical, and AI-led market in 2Q 2025 due to its strict avoidance of highly cyclical sectors. The fund re-established Starbucks and bought IDEXX at attractive entry points while exiting Globant.
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Polen Global Growth underperformed a narrow, cyclical, and AI-led market in 2Q 2025 due to its strict avoidance of highly cyclical sectors. The fund re-established Starbucks and bought IDEXX at attractive entry points while exiting Globant.
